The UHCU Finance Manager service in Online Banking will be discontinued on Thursday, March 31, 2022.
While we are discontinuing UHCU Finance Manager, you are still able to utilize most third party personal finance management sites by linking your UHCU account within the provider's site. Prior to the discontinuation date, you can export your Online Banking activity from UHCU Finance Manager and upload that directly to whichever program you wish to use; These programs include: Quicken, Quickbooks, Excel, and more.
Please see below for guided instructions on exporting your activity before March 31, 2022.
While logged into Online Banking, you can export your aggregated, categorized transactions from the Transactions tab, or simply select the share you wish to export, select the down arrow to export, and choose where you wish to export your history.
Before downloading you will see a warning (pictured below). By selecting "OK," you will be able to save the Excel file.